How to update KYC in SBI mutual fund online?

 

Hello guys, in this article we are going to discuss on “how to update KYC in SBI mutual fund online”. If you are investing in SBI mutual fund online through SBIMF website or mobile app and your current address has been changed. In such conditions you need to update your address. For that you have to update your KYC. Then how to update SBIMF KYC update online?

 

That is why we are discussing on this topic. If you are also searching for this topic then read this article.

 

How to update KYC in SBI mutual fund online:

To update your KYC in SBI mutual fund we use the SBI mutual fund app. Hence register in SBI mutual fund app first and then follow the following steps.

 

STEP 1: Go to InvesTap mobile app and login to your account.

 

STEP 2: Now you are logged in to your account and you are on the dashboard of your account. Click on the three line option on the left top corner of the page.

 

STEP 3: Some links will be appeared on the screen. Click on the link “Non-Financial Transactions” out of them.

 

STEP 4: The list of Non-Financial Transactions list will be appeared on the screen. Click on "Modify KYC" link from them.

 

STEP 5: Now you are asking for permission to redirect to SBIMF website. Click on “Proceed” button.

 

STEP 6: In this page you have to enter your PAN number and captcha code. Enter both of them and click on “Submit”.

 

STEP 7: In this page you will see the required documents list for KYC updation. You will BR required the following.

Aadhaar (You must have access to the mobile number linked to AADHAAR)

PAN card

Cancelled cheque

Proof of Address if AADHAAR is not a valid (Address Proof: Driving License, Voter Id, Passport)

Click on the button “Submit”.

 

STEP 8: Now you will ask to verify your contact details. Enter your mobile number on this page and click on “Confirm”.

 

An OTP will be received on mobile number. Enter the OTP and “Verify”.

 

STEP 9: You will also ask to enter your email address. Enter the email address and click on “verify email”. An OTP will be received on your email. Enter the OTP here.

 

STEP 10: You will be redirected to Authorize Aadhaar verification page. Here you need to give consent to the following.

I confirm that I have my Aadhaar number and my mobile number is linked with my Aadhaar.

 

I consent to fetching my Aadhaar via Digilocker.

 

Click on the boxes before both of above consent and click on “Proceed to Digilocker” button.

 

STEP 11: Now you will be on the Digilocker page. Here you have to enter your Aadhaar number. Enter the Aadhaar number on this page and click on “Next”.

 

An OTP will be received on your mobile number linked with Aadhaar. Enter the OTP on this page and “Submit”.

 

STEP 12: You will asked to enter 6 digits MPIN to login Digilocker. Enter the Digilocker login PIN and click on “Done”.

 

STEP 13: In this page you will see issued documents by Digilocker. You need to give consent to share the documents with InvesTap. Hence trick on the box before Aadhaar and PAN and click on “Allow”.

 

STEP 14: The required details will be fetched and redirected to FATCA details page. Here you are asked to enter marital status, Name of Father or Spouse, place of birth, occupation type and annual income bracket.

 

Enter all the required details and click on “Continue”.

 

STEP 15: You will be on the bank account verification page. Here select your bank name from the list and enter your IFSC code of your bank branch. Your branch name and enter the bank account number. Then click on “Verify Bank Account”.

 

STEP 16: You will ask to take a selfie. Take the selfie removing glasses, caps etc. by clicking “Proceed to capture”.

 

STEP 17: You have to upload your signature also. Therefore upload your signature by clicking on capture photo or uploading from device. Complete the upload and click on “Submit Signature”.

 

STEP 18: A pop up permission will be ask. Give the permission by clicking on “Proceed”.

 

STEP 19: You are asked to close the current tab and open the previous page. Open the previous page.

 

STEP 20: It load sometimes, you will see the KYC form. You can download this form by clicking on “Download PDF” on the top of the page. You also have to proceed for sign. Therefore click on “Proceed to Sign”.

 

STEP 21: Enter your Aadhaar number, agree the terms and conditions and click on “Send OTP”.

 

STEP 22: Enter the Aadhaar OTP and click on “Verify OTP”. Your KYC modification is requested. You will see the summary of your application. You will get an email once the application is proceed.

 

This is the process how to update SBI Mutual Fund KYC online.